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iShares U.S. Thematic Rotation Active ETF (THRO) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for iShares U.S. Thematic Rotation Active ETF (NYSEARCA:THRO)

Number of
Institutional Buyers
(last 12 months)
28
Total
Institutional Inflows
(last 12 months)
$426.03M
Number of
Institutional Sellers
(last 12 months)
0
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THRO Institutional Buying and Selling by Quarter

iShares U.S. Thematic Rotation Active ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/13/2025 Cary Street Partners Investment Advisory LLC7,173$255K0.1%N/A0.005%
8/13/2025 EverSource Wealth Advisors LLC8,051$286K0.0%N/A0.006%
8/13/2025 Twin Peaks Wealth Advisors LLC84,291$3.10M1.0%N/A0.060%
8/12/2025 Maripau Wealth Management LLC20,740$737K0.4%N/A0.015%
8/12/2025 JPMorgan Chase & Co.10,021,047$356.55M0.0%+241.4%7.194%
8/6/2025 First Horizon Advisors Inc.148,997$5.30M0.1%+811.7%0.107%
8/5/2025 Commonwealth Retirement Investments LLC37,273$1.33M0.5%N/A0.027%
8/5/2025 Bank of New York Mellon Corp2,009,950$71.51M0.0%+4,690.3%1.443%
8/4/2025 Creative Financial Designs Inc. ADV15,518$552K0.0%N/A0.011%
8/4/2025 Arkadios Wealth Advisors14,985$533K0.0%N/A0.011%
8/1/2025 Transcend Capital Advisors LLC29,178$1.04M0.1%N/A0.021%
7/31/2025 Atlatl Advisers LLC16,341$581K0.3%N/A0.012%
7/31/2025 MN Wealth Advisors LLC13,239$471K0.3%N/A0.010%
7/30/2025 Strategic Blueprint LLC252,683$8.99M0.4%+966.4%0.181%
7/25/2025 Wells Financial Advisors INC1,330$47K0.1%N/A0.001%
7/24/2025 Gilliland Jeter Wealth Management LLC6,866$244K0.1%N/A0.005%
7/23/2025 Kingswood Wealth Advisors LLC7,552$269K0.0%N/A0.005%
7/22/2025 Duncan Williams Asset Management LLC13,745$489K0.1%N/A0.010%
7/22/2025 Kickstand Ventures LLC.13,745$489K0.1%N/A0.010%
7/22/2025 Bay Harbor Wealth Management LLC151,613$5.39M1.6%N/A0.109%
7/17/2025 Janney Montgomery Scott LLC1,740,727$61.94M0.2%N/A1.255%
7/17/2025 Sound Income Strategies LLC12,829$456K0.0%N/A0.009%
7/16/2025 ORG Partners LLC133,063$4.72M1.0%+55.9%0.096%
7/14/2025 AdvisorNet Financial Inc2,315$82K0.0%N/A0.002%
7/11/2025 Farther Finance Advisors LLC183,971$6.55M0.1%+302.6%0.134%
7/8/2025 Parallel Advisors LLC1,100$39K0.0%N/A0.001%
7/1/2025 Harbor Investment Advisory LLC1,627$58K0.0%N/A0.001%
5/13/2025 Gen Wealth Partners Inc25,427$806K0.3%N/A0.143%
4/29/2025 Bank of New York Mellon Corp41,959$1.33M0.0%N/A0.246%
4/29/2025 Strategic Blueprint LLC23,695$751K0.0%N/A0.139%
4/28/2025 First Horizon Advisors Inc.16,342$518K0.0%N/A0.096%
4/21/2025 ORG Partners LLC85,333$2.73M0.7%N/A0.500%
(Data available from 1/1/2016 forward)

THRO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of THRO shares?

During the previous two years, 28 institutional investors and hedge funds held shares of iShares U.S. Thematic Rotation Active ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($356.55M), Bank of New York Mellon Corp ($71.51M), Janney Montgomery Scott LLC ($61.94M), Strategic Blueprint LLC ($8.99M), Farther Finance Advisors LLC ($6.55M), Bay Harbor Wealth Management LLC ($5.39M), and First Horizon Advisors Inc. ($5.30M).Learn more on iShares U.S. Thematic Rotation Active ETF's institutional investors.

Which institutional investors have been buying iShares U.S. Thematic Rotation Active ETF's stock?

Of the 28 institutional investors that purchased iShares U.S. Thematic Rotation Active ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($7.09M), Bank of New York Mellon Corp ($2.01M), Janney Montgomery Scott LLC ($1.74M), Strategic Blueprint LLC ($252.68K), Bay Harbor Wealth Management LLC ($151.61K), First Horizon Advisors Inc. ($149.00K), and Farther Finance Advisors LLC ($138.27K).

How much institutional buying is happening at iShares U.S. Thematic Rotation Active ETF?

Institutional investors have bought a total of 11,994,812 shares in the last 24 months. This purchase volume represents approximately $426.03M in transactions.



This page (NYSEARCA:THRO) was last updated on 8/27/2025 by MarketBeat.com Staff
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